+2.4%
CARR vs OPEN
-21.9%
+24.3%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -1.8% |
| 7D | +0.6% | -2.9% | +3.6% | +0.8% |
| 30D | -8.7% | -13.8% | +5.1% | -7.9% |
| 3M | -18.4% | -30.9% | +12.5% | -16.9% |
| 6M | -0.6% | -40.9% | +40.3% | +1.8% |
| YTD | +10.9% | -48.5% | +59.5% | +14.2% |
| 1Y | -7.3% | -50.9% | +43.6% | -6.5% |
| All | +2.4% | -21.9% | +24.3% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling